Upon following the below steps, you should be able to successfully set up a HTTP connection to Salesforce.
Scenario 1: Salesforce Lightning
1. In Salesforce, If you do not have any applications already present, navigate to Platform Tools > Apps > App Manager and click on "New Connected App".
2. In this window:
- Create your application, tick "Enable OAuth Settings" and enter the Callback URL as https://www.workato.com/oauth/callback .
- Select the following OAuth Scopes: Access and manage your data (api) , Perform requests on your behalf at any time (refresh_token, offline_access)
3. Next, view your application by navigating to Platform Tools > Apps > App Manager. Here, click on the downwards arrow beside your application name and then click on "View".
4. From here, you will be able to view your Consumer Key and Consumer Secret.
5. See Fig. 1 for your reference.
6. Next go to Workato and create a new HTTP connection.
7. Choose your "Authentication Type" as "OAuth 2 (authorization code grant)".
8. Enter your "OAuth2 authorization URL" as https://login.salesforce.com/services/oauth2/authorize?response_type=code .
9. Enter your "OAuth token URL" as https://login.salesforce.com/services/oauth2/token?grant_type=authorization_code .
10. Enter your "OAuth client ID" as the Consumer Key from step 4.
11. Enter your "OAuth client secret" as the Consumer Secret from step 4.
12. Click on "Connect".
13. See Fig. 2 for your reference.
Scenario 2: Salesforce Classic
1. In Salesforce, If you do not have any applications already present, navigate to Build > Create > Apps and click on "New" in the "Connected Apps" view.
2. In this window:
- Create your application, tick "Enable OAuth Settings" and enter the Callback URL as https://www.workato.com/oauth/callback .
- Select the following OAuth Scopes: Access and manage your data (api) , Perform requests on your behalf at any time (refresh_token, offline_access)
3. Next, view your application by navigating to Build > Create > Apps and click on your application name in the "Connected Apps" view.
4. From here, you will be able to view your Consumer Key and Consumer Secret.
5. See Fig. 1 for your reference.
6. Next go to Workato and create a new HTTP connection.
7. Choose your "Authentication Type" as "OAuth 2 (authorization code grant)".
8. Enter your "OAuth2 auth URL" as https://login.salesforce.com/services/oauth2/authorize?response_type=code .
9. Enter your "OAuth token URL" as https://login.salesforce.com/services/oauth2/token?grant_type=authorization_code .
10. Enter your "OAuth client ID" as the "Consumer Key" from step 4.
11. Enter your "OAuth client secret" as the "Consumer Secret" from step 4.
12. Click on "Connect".
13. See Fig. 2 for your reference.
Fig. 1
Fig. 2
If you have any questions, feel free to leave feedback on this article.